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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,705 | $61,755-82.7% | $97,161-89.0% | $80,911-86.8% |
| Participation rate | 15.7% | 63.5%-47.8pp | 72.7%-57.0pp | 67.6%-51.9pp |
| Annual return | 6.87% | -557.90%+564.8pp | 75.36%-68.5pp | 35.63%-28.8pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $436 | $3,026-85.6% | $4,265-89.8% | $4,297-89.8% |
| Admin fee / account holder | $1,583 | $5,166-69.4% | $5,647-72.0% | $6,935-77.2% |